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Adaptive Insights
Knowledge and Support - Adaptive Insights

NetSuite Category Configuration - Basic

If you are using NetSuite OEM integration, the following helps you configure NetSuite Categories. Before performing the first import from NetSuite, users must map the NetSuite categories which are in use in their NetSuite account to the corresponding Adaptive Planning dimensions. In this screen, an Administrator can specify how NetSuite categories (Subsidiary, Department, Class, Location, Item and Customer) relate to corresponding dimensions in Adaptive Planning (Account, Level A level within the organization structure, and any custom dimensions).

The associations established in this screen can be more sophisticated than a standard one-to-one relationship. Multiple NetSuite categories can be mapped to a single dimension in Adaptive Planning, or a single NetSuite category can be associated with more than one dimension in Adaptive Planning.

The associations created in this screen are aspects of the NetSuite Integration that will not change frequently. These associations determine the choices that are presented when mapping category values, either during the import process or through the NetSuite Category Mappings page.

  • If multiple NetSuite categories are associated with a single Adaptive Planning dimension, the values in those categories are concatenated and mapped at one time as though they were one category. For example, if Department and Location are both associated with level, then the import mapping screen may have choices such as Engineering - US or Sales - London.

  • If a single NetSuite category is associated with two Adaptive Planning dimensions, the mapping appears for both dimensions. For example, if Class is associated with both Region and Product, then the import mapping screen will display the Class in each dimension, allowing the user to map the Class Americas: Product A to Americas in the Region dimension and to Product A in the Product dimension.

Note: This screen is only available to companies that have the NetSuite Integration feature turned on. If you want more information about this feature, contact your Adaptive Insights Account Executive.

How to Configure NetSuite Categories

The following NetSuite categories are listed in this screen: Subsidiary, Department, Class, Location, Item, and Customer. Next to each of the NetSuite categories, you will find a drop-down list that contains all of the dimensions in your instance, including N/A, Account, Level, and any custom dimensions that exist in your Adaptive instance.

Configuring categories is a very simple process:

  1. Next to each of the NetSuite categories, select the corresponding Adaptive dimension from the drop-down list. If the NetSuite category is not in use or does not map to any Adaptive dimension, select "N/A". If multiple NetSuite categories map to one Adaptive dimension, select that Adaptive dimension in multiple drop-down fields. If one Category in NetSuite corresponds with more than one dimension in Adaptive Planning, click the Add link next to the dimension selection for that category. An additional dimension drop-down list will appear and you can associate another Adaptive dimension with that category. You can add up to three additional dimension drop-down lists for each Category, which means that each category can be associated with as many as four dimensions.

  2. Once you have specified the dimensions in the drop-down list, click Save.

Configuring NetSuite Category Mappings (Mapping Values)

After the category configuration has been completed, the NetSuite sub-tab link on the Import tab will lead to the NetSuite Category Mappings page instead of the configuration page. On the Mappings page, the importer can specify mappings between the NetSuite category values and the Adaptive Planning dimension values in the dimension which corresponds to that category. The list of available NetSuite category values will be empty until an import has been performed.

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